See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 · EIN 65-0739643 | Other Services | $2,099 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,052 | $73,638-26.6% | $108,410-50.1% | $79,386-31.9% |
| Participation rate | 92.2% | 77.4%+14.8pp | 80.1%+12.0pp | 70.7%+21.5pp |
| Annual return | 14.60% | 33.27%-18.7pp | 905.27%-890.7pp | 116.85%-102.3pp |
| Employer contribution / active EE | $353 | $2,397-85.3% | $3,558-90.1% | $2,427-85.5% |
| Participant deferral / active EE | $4,976 | $6,218-20.0% | $6,563-24.2% | $4,046+23.0% |
| Admin fee / account holder | $26 | $638-95.9% | $7,295-99.6% | $626-95.8% |